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How to connect Close CRM and Kintone
Create a New Scenario to Connect Close CRM and Kintone
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Close CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Close CRM or Kintone will be your first step. To do this, click "Choose an app," find Close CRM or Kintone, and select the appropriate trigger to start the scenario.
Add the Close CRM Node
Select the Close CRM node from the app selection panel on the right.
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Configure the Close CRM
Click on the Close CRM node to configure it. You can modify the Close CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Kintone Node
Next, click the plus (+) icon on the Close CRM node, select Kintone from the list of available apps, and choose the action you need from the list of nodes within Kintone.
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Authenticate Kintone
Now, click the Kintone node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Kintone settings. Authentication allows you to use Kintone through Latenode.
Configure the Close CRM and Kintone Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Close CRM and Kintone Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Kintone
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Close CRM, Kintone, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Close CRM and Kintone integration works as expected. Depending on your setup, data should flow between Close CRM and Kintone (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Close CRM and Kintone
Close CRM + Kintone + Slack: When a lead's status changes in Close CRM, update the corresponding project record in Kintone and then send a notification in a designated Slack channel to inform the team of the update.
Kintone + Close CRM + Google Sheets: When a new record is created in Kintone, create a new lead in Close CRM, and log this new lead information in a Google Sheet for tracking and reporting purposes.
Close CRM and Kintone integration alternatives
About Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
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About Kintone
Integrate Kintone into Latenode to automate custom application workflows. Sync data, trigger actions, and manage processes without code. Extend Kintone's capabilities with Latenode's visual builder, JavaScript functions, and AI tools to automate data validation, reporting, and notifications. Scale efficiently and only pay for what you use.
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FAQ Close CRM and Kintone
How can I connect my Close CRM account to Kintone using Latenode?
To connect your Close CRM account to Kintone on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Close CRM and click on "Connect".
- Authenticate your Close CRM and Kintone accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Kintone records from new Close CRM leads?
Yes, you can! Latenode's visual editor makes it easy to automate record creation, ensuring seamless data transfer & improved lead management. Build sophisticated workflows with no code.
What types of tasks can I perform by integrating Close CRM with Kintone?
Integrating Close CRM with Kintone allows you to perform various tasks, including:
- Automatically create Kintone records from new Close CRM opportunities.
- Sync contact information between Close CRM and Kintone in real time.
- Update Close CRM deals based on changes in Kintone application data.
- Trigger Close CRM activities when new Kintone records are created.
- Send customized notifications for synchronized Close CRM and Kintone updates.
HowsecureistheCloseCRMintegrationwithKintoneonLatenode?
Latenodeemploysadvancedencryptionandsecurityprotocols.WeensureyourCloseCRMandKintonedataistransmittedandstoredsecurely,protectingyourbusinessinformation.
Are there any limitations to the Close CRM and Kintone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript code blocks.
- Initial setup requires administrative access to both Close CRM and Kintone.
- Rate limits of the Close CRM and Kintone APIs can affect large data syncs.
